Dan Maughan

Dan Maughan Email and Phone Number

Consultant at The Estate Planning Team Founder of the Deferred Sales Trust @
Dan Maughan's Location
Los Angeles, California, United States, United States
Dan Maughan's Contact Details

Dan Maughan phone numbers

About Dan Maughan

Estate Planning including the Tax Deferred sale of highly appreciated assets via the Deferred Sales Trust.

Dan Maughan's Current Company Details
The Estate Planning Team Founder of the Deferred Sales Trust

The Estate Planning Team Founder Of The Deferred Sales Trust

Consultant at The Estate Planning Team Founder of the Deferred Sales Trust
Dan Maughan Work Experience Details
  • The Estate Planning Team Founder Of The Deferred Sales Trust
    Consultant Estate Planning Team
    The Estate Planning Team Founder Of The Deferred Sales Trust May 2014 - Present
    United States
  • Financial West Group
    Investment Executive
    Financial West Group May 2010 - Aug 2017
    My goal is to help my clients protect and grow their wealth through the use of time tested strategies.
    View
  • Wedbush Morgan Securities
    Investment Executive
    Wedbush Morgan Securities Feb 2002 - May 2010
    helped clients protect and grow wealth.
    View
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch 1996 - 2000
    built my practice through hard work and dedication to principles of good business.
    View
  • Soloman Smith Barney
    Admin Asst
    Soloman Smith Barney 1994 - 1996
    View

Dan Maughan Skills

Investments Asset Management Finance Wealth Management Private Equity Portfolio Management Due Diligence Equities Securities Alternative Investments Retirement Planning Series 7 Estate Planning Investment Strategies Iras Financial Services Mutual Funds Risk Management Asset Managment Investment Management Private Placements Asset Allocation Wealth Management Services Trading Options Series 63

Dan Maughan Education Details

Frequently Asked Questions about Dan Maughan

What company does Dan Maughan work for?

Dan Maughan works for The Estate Planning Team Founder Of The Deferred Sales Trust

What is Dan Maughan's role at the current company?

Dan Maughan's current role is Consultant at The Estate Planning Team Founder of the Deferred Sales Trust.

What is Dan Maughan's direct phone number?

Dan Maughan's direct phone number is +132320*****

What schools did Dan Maughan attend?

Dan Maughan attended University Of California, Riverside.

What skills is Dan Maughan known for?

Dan Maughan has skills like Investments, Asset Management, Finance, Wealth Management, Private Equity, Portfolio Management, Due Diligence, Equities, Securities, Alternative Investments, Retirement Planning, Series 7.

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